Investment Systems Implementations - versatile consulting resources in multiple disciplines.

IFST Professionals offers full-service investment system implementation experience. Our capability and staffing solutions extend across the full spectrum of work - from strategy, planning and project management, to business analysis, testing and process design, to technical architecture, development, integration and reporting. Our versatile consulting resources are experienced in multiple disciplines, allowing us to efficiently staff projects and manage implementation costs.

Investment Accounting - unparalleled experience across all aspects of conversion.

IFST Professionals is an industry leader in investment accounting system conversions and implementations. Our consultants have unparalleled experience leading institutional investment managers through all aspects of an investment accounting system conversion, from selection to user acceptance and live operations. We've worked across the space, from investment advisors managing other people's money, to insurance and pension complexes with substantial general ledger and reporting requirements, and fund accounting shops that require seamless conversion of the daily NAV.

Performance Measurement - a solid process up front delivers the back end you need.

IFST Professionals knows investment performance measurement systems. We've led selections and undertaken implementation projects that ranged from linking large quantities of NAV's, extensive contribution/attribution analysis and highly customized solutions. We recognize that the most important part of any performance measurement implementation is control over the incoming accounting and reference data. By establishing a solid data management process up front, IFST Professionals can deliver the back end performance measurement you need.

Systems Integration is never done in a vacuum.

Investment system implementations are never done in a vacuum. Changing components from small to large of a tightly integrated process can wreak havoc on business process. IFST Professionals has extensive experience and subject matter expertise across the entire straight-through process. From business process to technical architecture, we get institutional investment advisors seamlessly from analytics to execution, operations, accounting, performance and client reporting.

The Accounting Side of Investment Accounting - balancing the competing needs within the organization.

IFST Professionals has considerable experience working with institutional advisors that manage their own money. From banks to pension funds and insurance companies, our consultants have the knowledge and experience to balance competing needs within the organization - from the free flow of investment data in the front office to timing and control of postings in the back office. We understand the need for accurate financial statements and precise financial and regulatory reporting, while ensuring the portfolio managers get what they need to meet their investment mandates.

Project Management that goes far beyond “Carrying the Clipboard”

IFST Professionals provides management consulting and investment accounting services to institutional investment management firms and the service providers that support them. Our investment management consultants have diverse backgrounds and broad experience across a number of disciplines. We can assemble teams with rich talent and complementary skills to fit most any project, and our expertise extends across business, project management and technical domains.

Management Consulting

IFST Professionals was founded to provide high quality investment management consulting solutions tailored specifically to our clients' needs. We deliver deeply experienced resources and dedicated teams of consulting professionals to meet challenges faced by local and global investment managers. Learn More >

Core Competencies

Our consultants have diverse backgrounds and broad experience across a number of disciplines. We can assemble teams with rich talent and complementary skills to fit most any project, and our expertise extends across business, project management and technical domains. Learn More >

Project Management

IFST takes project management far beyond "carrying the clipboard". We use our domain knowledge, vendor relationships management and business analysis skills extensively to help our clients with all aspects of significant projects.
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